Concert Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Concert Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-12,210	Closed	-$425K	–	78
2017 Q2	$425K	Sell	12,210 -30,545	-71%	-$1.05M	0.41%	72
2017 Q1	$1.42M	Buy	42,755 +3,585	+9%	+$122K	0.32%	83
2016 Q4	$1.3M	Sell	39,170 -10,965	-22%	-$348K	0.29%	97
2016 Q3	$1.55M	Sell	50,135 -10,510	-17%	-$325K	0.19%	134
2016 Q2	$1.81M	Sell	60,645 -1,210	-2%	-$35.5K	0.25%	107
2016 Q1	$1.78M	Buy	61,855 +7,645	+14%	+$204K	0.24%	110
2015 Q4	$1.51M	Buy	54,210 +3,340	+7%	+$95.4K	0.2%	123
2015 Q3	$1.39M	Sell	50,870 -32,255	-39%	-$938K	0.19%	134
2015 Q2	$2.48M	Sell	83,125 -140	-0.2%	-$4.27K	0.32%	62
2015 Q1	$823K	Buy	83,265 +11,145	+15%	+$330K	0.24%	119
2014 Q4	$2.08M	Sell	72,120 -6,160	-8%	-$173K	0.32%	70
2014 Q3	$2.15M	Sell	78,280 -15,920	-17%	-$449K	0.29%	37
2014 Q2	$2.63M	Buy	94,200 +10,660	+13%	+$293K	0.32%	27
2014 Q1	$2.26M	Sell	83,540 -17,315	-17%	-$466K	0.28%	35
2013 Q4	$2.7M	Buy	100,855 +21,725	+27%	+$561K	0.34%	25
2013 Q3	$1.97M	Buy	79,130 +3,250	+4%	+$79.3K	0.28%	37
2013 Q2	$1.75M	Buy	+75,880	New	+$1.76M	0.26%	36

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Concert Wealth Management's IJH Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2017, closing a stake of 12,210 shares — an estimated $425K sold.

Concert Wealth Management first reported a position in IJH in Q2 2013 and held it in 17 quarters. The position peaked at $2.7M in Q4 2013. 943 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

Concert Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 12,210 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $425K.
Concert Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 17 quarters.
Concert Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.7M in Q4 2013.
943 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.